🚀Big Tech, Big Data, Big Moves: Will the Rally Hold?
Earnings, Inflation, and Jobs Data Collide — Can Markets Stay Hot or Will Tariffs Chill the Party?
🎯 Market Snapshot: Bulls Are Back — But For How Long?
Last week, stocks roared back to life:
S&P 500: +4.5%
Nasdaq Composite: +6.6%
Dow Jones: +2.5%
A combo of Trump backing down on tariffs (for now), Fed rate cut hopes, and Big Tech strength powered the rally.
Reality Check: Tariff tensions are still simmering. Inflation is sticky. Earnings season is heating up.
This week? Buckle up — it’s packed.
🔥 Big Themes to Watch
🇨🇳 Tariffs Still a Wild Card
Trump claims China talks are "progressing," but China says otherwise.
Tariffs on tech and autos remain a huge overhang.
Any tweet or headline could spark massive volatility.
🏛️ Fed Watch: Rate Cut Hopes
Dovish Fed commentary last week boosted markets.
Wednesday’s GDP and PCE reports are critical — will inflation cooperate?
June rate cut odds could swing wildly based on this data.
📈 Tech Earnings Take Center Stage
$AAPL, $AMZN, $META, $MSFT — all reporting this week.
After Tesla (+18% last week) and Alphabet’s blowout report, bulls want more fuel.
But any weak guidance (especially tied to tariffs) could tank momentum.
👷♂️ April Jobs Report
Friday’s NFP data is crucial.
Expectations: +138K jobs, 4.2% unemployment.
Soft data = rate cut rally 🔥; Strong data = rate cut hopes fade 😬.
🗓️ Full Weekly Calendar
Monday, April 28
Earnings: Domino’s Pizza (DPZ), MGM Resorts (MGM), Waste Management (WM), Welltower (WELL)
Economic Data: Dallas Fed Manufacturing Activity
Tuesday, April 29
Earnings: Booking Holdings (BKNG), Coca-Cola (KO), First Solar (FSLR), JetBlue (JBLU), PayPal (PYPL), Pfizer (PFE), Royal Caribbean (RCL), Starbucks (SBUX), Snap (SNAP), Spotify (SPOT), SoFi (SOFI), UPS (UPS), Visa (V)
Economic Data: JOLTS Job Openings, Wholesale Inventories, FHFA House Price Index, S&P CoreLogic CS 20-city Index, Conference Board Consumer Confidence, Dallas Fed Services Activity
Wednesday, April 30
Earnings: Microsoft (MSFT), Meta (META), ADP (ADP), Albemarle (ALB), Caterpillar (CAT), Generac (GNRC), GE HealthCare (GEHC), Humana (HUM), Hess (HES), Qualcomm (QCOM), Robinhood (HOOD)
Economic Data: MBA Mortgage Apps, ADP Employment Change, GDP (Q1 Advance Estimate), Personal Consumption (Q1), Core PCE Price Index (Q1), Employment Cost Index (Q1), Personal Spending (March), Personal Income (March), Chicago PMI (April), Core PCE MoM & YoY
Thursday, May 1
Earnings: Apple (AAPL), Amazon (AMZN), Airbnb (ABNB), CVS Health (CVS), Eli Lilly (LLY), Mastercard (MA), McDonald's (MCD), Reddit (RDDT), Roblox (RBLX), Shake Shack (SHAK), Sirius XM (SIRI)
Economic Data: Challenger Job Cuts (YoY), Initial Jobless Claims, ISM Manufacturing PMI, Construction Spending
Friday, May 2
Earnings: Apollo (APO), Chevron (CVX), Cigna (CI), ExxonMobil (XOM), FuboTV (FUBO), Wendy's (WEN)
Economic Data: Nonfarm Payrolls (April Jobs Report), Unemployment Rate, Average Hourly Earnings, Labor Force Participation Rate
📈 Trades & Gains Weekly Takeaways
✅ Bulls are in control — but volatility is lurking.
✅ Tariffs remain the biggest wildcard for markets and corporate earnings.
✅ Big Tech earnings = make-or-break moment for sentiment.
✅ Watch GDP, PCE, and Jobs data closely — the Fed’s next move depends on it.
Big Picture: Momentum is strong, but undercurrents of risk are building. Stay sharp, stay flexible.